EM Equity Analyst—EM Technology

We are based at 477 Madison Avenue in the heart of midtown, NYC. Ariel Investments is a premier boutique asset management firm. At Ariel, we strongly believe that teamwork yields results—which is why we have Co-CEOs, John Rogers and Mellody Hobson, share a desire to cultivate leaders who are curious, focused and disciplined.

Who we’re looking for:

An experienced buy-side research analyst to cover technology companies in Emerging Markets. The role requires solid fundamental research capabilities, advanced financial modelling and valuation skills, clear communication, and accountability for investment decisions.

A background in global technology is required. Experience in emerging markets and value investing is preferred.

Additionally, we are seeking a candidate with a strong record of professional excellence, natural intellectual curiosity, and a willingness to engage in thoughtful debates within a team-based decision-making environment.

The team:

This role offers the opportunity to join a well-established team with a long history of EM investing. The team launched EM value and EM value ex- China strategies at Ariel in April 2023. The role combines the stability of a well-respected value firm with an entrepreneurial opportunity to help build and grow the emerging markets business.

Our investment philosophy is rooted in value with a catalyst. We identify companies with attractive and sustainable returns that are underappreciated by the market. We focus on inflection points in business fundamentals and strive to capitalize on price dislocations and short-term market inefficiencies to drive long-term capital appreciation. A disciplined approach to valuation is critical to success.

Each person plays a defined role, and each contributes to the team’s and firm’s success. We seek subject matter experts who can formulate and defend a point of view, while being open minded to other opinions, in order to ensure the portfolio reflects the best ideas. We support employees to reach their full potential by offering a runway to do so.

Position Summary

Our analysts are the primary source for idea generation for team portfolios. You will conduct bottom-up fundamental stock selection, driven by proprietary research.

You will be fully integrated into the investment process and responsible for identifying, analyzing, and making investment cases. This is a decision-making role with responsibility for monitoring and managing equity securities that align with the investment goals.

You’ll work closely with fellow analysts, portfolio managers, and the CIO. The position will report to the Chief Investment Officer of Global and Emerging Markets and is based in our midtown Manhattan offices.

Some travel is required.

Experience and Qualifications

• At least 7 years of relevant work experience (sell side research, buy side research, investment banking, consulting, corporate strategy, tech engineering)

• At least 5 years of buy-side technology sector investing in emerging / international markets
• Effective oral and written communication skills to clearly articulate and debate an investment thesis and ability to interact with senior management of companies in coverage area

• Strong foundation in fundamental research to identify factors such as competitive advantage, strategic inflection points or disruptive developments as well as the ability to synthesize and articulate these fundamental characteristics both qualitatively and quantitively

Education

• Bachelor or Master’s degree.
• MBA and/or CFA a plus

Compliance:

Ariel employees, including the incumbent(s) in this position, are required to: (1) read and strictly adhere to all compliance policies and procedures of the various Ariel entities, as applicable; and (2) work together with their colleagues, including the CCCO, to resolve compliance issues.

Equal Opportunity Employer / Diversity:

Ariel celebrates diversity and practices inclusion as a way to get work done – it’s in our DNA. As an equal opportunity employer, employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, ancestry, marital status, parental status (including pregnancy), disability, perceived disability, veteran status, status of military discharge, or any other basis under federal, state, or local law. Ariel prohibits discrimination against an applicant or employee because of their actual or perceived protected characteristic(s), and is committed to recruiting, retaining, and developing a diverse group of talented applicants, and to providing employees with a workplace free from discrimination and/or harassment.

Equal employment opportunity takes place in all employment practices, including recruiting, hiring, promotion, demotion, compensation, and termination. The firm seeks to uphold an inclusive culture where diversity is recognized and valued. As such, Ariel provides employees a robust benefits package that includes:

• Coverage for same-sex partner (domestic or spouse)
• Coverage for children (natural born, step, adopted or foster)
• Fully paid medical insurance that covers fertility treatments, gender affirmation
• Employer contributions to a Health Savings Account
• Maternity leave at 100% pay (12 weeks)
• Paid Parental Leave (up to 12 weeks depending on tenure)
• Flexible Your Time Off policy

Lastly, all employees have access to Ariel-sponsored educational, training, and recreational activities.

CCO, to resolve compliance issues.

Equal Opportunity Employer / Diversity:

Ariel celebrates diversity and practices inclusion as a way to get work done – it’s in our DNA. As an equal opportunity employer, employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, ancestry, marital status, parental status (including pregnancy), disability, perceived disability, veteran status, status of military discharge, or any other basis under federal, state, or local law. Ariel prohibits discrimination against an applicant or employee because of their actual or perceived protected characteristic(s), and is committed to recruiting, retaining, and developing a diverse group of talented applicants, and to providing employees with a workplace free from discrimination and/or harassment.

Equal employment opportunity takes place in all employment practices, including recruiting, hiring, promotion, demotion, compensation, and termination. The firm seeks to uphold an inclusive culture where diversity is recognized and valued. As such, Ariel provides employees a robust benefits package that includes:

• Coverage for same-sex partner (domestic or spouse)
• Coverage for children (natural born, step, adopted or foster)
• Fully paid medical insurance that covers fertility treatments, gender affirmation
• Employer contributions to a Health Savings Account
• Maternity leave at 100% pay (12 weeks)
• Paid Parental Leave (up to 12 weeks depending on tenure)
• Flexible Your Time Off policy

Lastly, all employees have access to Ariel-sponsored educational, training, and recreational activities.